Position Summary
Choice Insurance Agency is seeking an experienced and client-focused Senior Account Manager to join our growing Personal Lines team. This role is responsible for managing a portfolio of personal insurance clients, delivering exceptional customer service, and serving as a trusted advisor for coverage and policy needs.
The ideal candidate will bring strong personal lines insurance expertise, excellent relationship-building skills, and the ability to mentor junior team members while helping drive client retention and satisfaction.
What You'll Do
- Serve as the primary point of contact for a portfolio of personal lines clients.
- Conduct policy reviews and recommend appropriate coverage solutions based on client needs.
- Process new business, renewals, endorsements, policy changes, and cancellations.
- Partner with insurance carriers and clients to support the claims process and provide ongoing guidance.
- Identify opportunities to cross-sell and round out accounts through consultative conversations.
- Maintain accurate client records and documentation within agency management systems.
- Assist with training and mentoring junior account managers and new team members.
- Stay current on industry trends, carrier offerings, and regulatory requirements.
What We're Looking For
Required Qualifications
- Active Virginia Property & Casualty Insurance License.
- Minimum of 5 years of experience in personal lines insurance account management.
- Strong knowledge of personal lines products, including homeowners, auto, renters, and umbrella coverage.
- Excellent communication, customer service, and relationship-management skills.
- Strong organizational skills with the ability to manage multiple priorities effectively.
- Proficiency with insurance agency management systems, CRM platforms, and Microsoft Office.
Preferred Qualifications
- Bachelor's degree in business, Finance, or a related field.
- Experience managing complex or high-value personal lines accounts.
- Previous mentoring or leadership experience within an insurance agency environment.
Why Join CIA?
At CIA, we are committed to providing exceptional service to our clients while fostering a collaborative and supportive work environment. You'll have the opportunity to work with an experienced team, build meaningful client relationships, and contribute to the continued success of a growing organization.
What We Offer:
- Medical, dental, and vision insurance
- 401(k) with company match
- Paid time off and company holidays
- Life and disability insurance
- Employee Assistance Program (EAP)
- Gym Reimbursement
- Employee Referral Program
Interested candidates are encouraged to apply today.
CIA is an Equal Opportunity Employer.